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Are Amazon and Meta the ones losing out the most here, in terms of the companies building foundational models? Probably more understandable for Meta, since the

by clarle 1y ago

Are Amazon and Meta the ones losing out the most here, in terms of the companies building foundational models? Probably more understandable for Meta, since they've been leaving the B2B space since Workplace has been sunset. Amazon losing out on this is pretty rough for AWS though.

haiku2077 1y ago
Meta and Amazon both have separate DoD contracts (Meta with Anduril, Amazon through massive GovCloud contracts)
paxys 1y ago
Is Amazon trying to build a competitive foundation model? From what I can see AWS is instead focused on hosting and re-licensing Claude, Cohere, DeepSeek and others via Bedrock. And it's pretty likely that a large chunk of this $200M will anyways go to AWS. So I'd hardly call them a loser here.
- corlinp 1y ago
  Amazon has a number of foundation models under the name Amazon Nova, which they claimed were SOTA on release but I haven't heard much at all about them since.
  - ryoshu 1y ago
    They are not good...
  - VHRanger 1y ago
    They're far from SOTA: https://help.kagi.com/kagi/ai/llm-benchmark.html https://help.kagi.com/kagi/ai/llm-benchmark.html nova pro is worse than llama3-70B
- XorNot 1y ago
  Aka the "sell gold pans during a gold rush" strategy. AFAIK AWS are pushing pretty hard with GovCloud these days.
  - base698 1y ago
    I think that would be power components like transformers for the grid.
    - thfuran 1y ago
      Those were the people selling lumber to sawmills that eventually ended up as handles for picks.
prmph 1y ago
What is $200M to Amazon and Meta?
- florbo 1y ago
  At the very least it's preventing funds from going to other competitors.
- moscoe 1y ago
  Meta can add 1 more member to the technical staff
plasma_beam 1y ago
Most of US government runs significant workloads on AWS now and that’s only increasing. They’ve cornered govt cloud infrastructure (with Azure, GCP, etc. very far behind) so not sure this matters in grand scheme of things. Anecdotal based on industry experience, no citations.

by clarle 1y ago

haiku2077 1y ago

Meta and Amazon both have separate DoD contracts (Meta with Anduril, Amazon through massive GovCloud contracts)

paxys 1y ago

Is Amazon trying to build a competitive foundation model? From what I can see AWS is instead focused on hosting and re-licensing Claude, Cohere, DeepSeek and others via Bedrock. And it's pretty likely that a large chunk of this $200M will anyways go to AWS. So I'd hardly call them a loser here.

corlinp 1y ago
Amazon has a number of foundation models under the name Amazon Nova, which they claimed were SOTA on release but I haven't heard much at all about them since.
- ryoshu 1y ago
  They are not good...
- VHRanger 1y ago
  They're far from SOTA: https://help.kagi.com/kagi/ai/llm-benchmark.html https://help.kagi.com/kagi/ai/llm-benchmark.html nova pro is worse than llama3-70B
XorNot 1y ago
Aka the "sell gold pans during a gold rush" strategy. AFAIK AWS are pushing pretty hard with GovCloud these days.
- base698 1y ago
  I think that would be power components like transformers for the grid.
  - thfuran 1y ago
    Those were the people selling lumber to sawmills that eventually ended up as handles for picks.

prmph 1y ago

What is $200M to Amazon and Meta?

florbo 1y ago
At the very least it's preventing funds from going to other competitors.
moscoe 1y ago
Meta can add 1 more member to the technical staff

plasma_beam 1y ago

Most of US government runs significant workloads on AWS now and that’s only increasing. They’ve cornered govt cloud infrastructure (with Azure, GCP, etc. very far behind) so not sure this matters in grand scheme of things. Anecdotal based on industry experience, no citations.